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PFXF vs SPYX

Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).

5-Year PerformanceSPYX has outperformed PFXF, delivering a return of +12.6% compared to +3.2%

PFXF vs SPYX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFXF
$2.60B
Winner
SPYX
$2.70B
Expense Ratio
PFXF
0.40%
Winner
SPYX
0.20%
Max Drawdown
PFXF
37.25%
Winner
SPYX
33.23%
Sharpe Ratio
PFXF
0.42
Winner
SPYX
1.29
5Y Beta
Winner
PFXF
0.41
SPYX
0.99
P/E Ratio
PFXF
N/A
SPYX
28.12
Forward P/E
PFXF
N/A
SPYX
21.26
5Y Dividends CAGR
PFXF
2.96%
Winner
SPYX
5.35%
5Y EPS CAGR
PFXF
N/A
SPYX
28.07%
Debt to Equity
PFXF
N/A
SPYX
36.09%
P/S Ratio
PFXF
N/A
SPYX
3.68
P/B Ratio
PFXF
N/A
SPYX
5.70

PFXF vs SPYX - Historical Returns

Returns include dividend reinvestment.

1M
PFXF
-4.45%
Winner
SPYX
+0.06%
3M
PFXF
-1.31%
Winner
SPYX
+8.78%
6M
PFXF
-0.52%
Winner
SPYX
+9.16%
1Y
PFXF
+7.69%
Winner
SPYX
+21.22%
5Y(CAGR)
PFXF
+3.21%
Winner
SPYX
+12.63%
10Y(CAGR)
PFXF
+4.67%
Winner
SPYX
+15.21%
Max(CAGR)
PFXF
+5.31%
Winner
SPYX
+14.67%

PFXF vs SPYX - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearPFXFSPYX
2026+1.88%+10.15%
2025+8.88%+18.23%
2024+8.29%+26.04%
2023+10.52%+27.44%
2022-18.62%-19.97%
2021+12.47%+30.12%
2020+7.34%+18.84%
2019+19.71%+31.63%
2018-3.18%-4.86%
2017+7.69%+22.61%
2016+5.79%+12.60%
2015-2.03%-2.02%
2014+15.44%N/A
2013-2.29%N/A
2012+4.44%N/A

PFXF vs SPYX Drawdown Comparison

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The current PFXF drawdown is -5.81%. The current SPYX drawdown is -0.57%.

RankPFXFSPYX
#1-35.50%
Feb 5, 2020 - Nov 9, 2020
-32.83%
Feb 19, 2020 - Aug 6, 2020
#2-21.80%
Dec 31, 2021 - Sep 17, 2024
-26.15%
Dec 29, 2021 - Dec 14, 2023
#3-11.89%
Oct 16, 2024 - Jul 3, 2025
-19.19%
Sep 20, 2018 - Apr 12, 2019
#4-10.73%
Aug 29, 2018 - Feb 22, 2019
-18.74%
Feb 19, 2025 - Jun 26, 2025
#5-9.71%
May 21, 2013 - Feb 28, 2014
-12.46%
Dec 1, 2015 - Apr 19, 2016
#6-8.39%
Jul 29, 2016 - May 2, 2017
-9.84%
Jan 12, 2026 - Apr 15, 2026
#7-8.08%
May 18, 2015 - Mar 17, 2016
-9.67%
Jan 26, 2018 - Jul 25, 2018
#8-6.55%
Jun 2, 2026 - Jul 13, 2026
-9.55%
Sep 2, 2020 - Nov 11, 2020
#9-5.83%
Feb 25, 2026 - Apr 16, 2026
-8.45%
Jul 16, 2024 - Sep 19, 2024
#10-5.05%
Dec 11, 2017 - Jun 11, 2018
-7.14%
May 3, 2019 - Jun 20, 2019
#11-4.93%
Oct 27, 2025 - Dec 18, 2025
-6.19%
Jul 26, 2019 - Oct 21, 2019
#12-3.70%
Oct 18, 2012 - Dec 31, 2012
-5.71%
Jun 8, 2016 - Jul 8, 2016
#13-3.44%
May 11, 2026 - May 29, 2026
-5.57%
Sep 3, 2021 - Oct 25, 2021
#14-3.04%
Jan 20, 2021 - Mar 12, 2021
-5.44%
Mar 28, 2024 - May 15, 2024
#15-3.03%
Nov 5, 2021 - Dec 17, 2021
-5.17%
Oct 28, 2025 - Dec 11, 2025

Correlation

Correlation between PFXF and SPYX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2012 - 2026)

PFXF vs SPYX dividend yield comparison.

YearPFXFSPYX
20262.77%0.43%
20256.72%0.91%
20247.82%1.05%
20237.88%1.21%
20226.74%1.41%
20214.66%1.04%
20205.19%1.33%
20195.35%1.56%
20186.56%1.92%
20175.93%1.68%
20165.81%1.91%
20155.99%0.16%
20145.91%0.00%
20136.51%0.00%
20122.56%0.00%

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